Alibaba Group Holding Ltd
BABA- 交易所
- NYSE
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001577552
近 90 天，Alibaba Group Holding Ltd 內部人申報 3 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 1,230 家機構在 13F 申報持有，市值合計 $222.9 億；阿帕盧薩、H&H 國際投資等 7 位大師持有。
2025 年第 1 季 13F 持有人
Alibaba Group Holding Ltd 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,405
- 較 2024 年第 4 季 +214 家
- 持有股數
- 3.59 億
- 較 2024 年第 4 季 +3,281 萬 (+10.1%)
- 總市值
- $466.7 億
- 較 2024 年第 4 季 +$190.5 億 (+69.0%)
- 新進機構
- 327
- 另有 431 家加碼
- 清倉機構
- 113
- 另有 456 家減碼
另有 19 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BABA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,230 | $222.9 億 |
| 2026 年第 1 季 | 1,351 | $311.7 億 |
| 2025 年第 4 季 | 1,439 | $390.1 億 |
| 2025 年第 3 季 | 1,420 | $473.8 億 |
| 2025 年第 2 季 | 1,276 | $307.5 億 |
| 2025 年第 1 季 | 1,405 | $466.7 億 |
| 2024 年第 4 季 | 1,210 | $276.9 億 |
| 2024 年第 3 季 | 1,238 | $389.0 億 |
| 2024 年第 2 季 | 1,110 | $249.3 億 |
| 2024 年第 1 季 | 1,126 | $248.0 億 |
| 2023 年第 4 季 | 1,159 | $262.8 億 |
| 2023 年第 3 季 | 1,159 | $307.2 億 |
| 2023 年第 2 季 | 1,157 | $308.0 億 |
| 2023 年第 1 季 | 1,253 | $365.9 億 |
| 2022 年第 4 季 | 1,173 | $332.3 億 |
| 2022 年第 3 季 | 1,141 | $295.7 億 |
| 2022 年第 2 季 | 1,306 | $454.1 億 |
| 2022 年第 1 季 | 1,323 | $454.5 億 |
| 2021 年第 4 季 | 1,413 | $567.4 億 |
| 2021 年第 3 季 | 1,539 | $859.9 億 |
| 2021 年第 2 季 | 1,900 | $1,486 億 |
| 2021 年第 1 季 | 1,880 | $2,014 億 |
2025 年第 1 季持有機構
每家機構持有 Alibaba Group Holding Ltd 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 22,782,955 | $30.1 億 | 0.23% | +9,788,732+75.3% | 加碼 |
| Primecap Management Co | 20,623,697 | $27.3 億 | 2.25% | −1,331,410−6.1% | 減碼 |
| FMR LLC | 16,770,272 | $22.2 億 | 0.14% | +15,500,090+1,220.3% | 加碼 |
| Dodge & Cox | 11,319,570 | $15.0 億 | 0.85% | −3,150,200−21.8% | 減碼 |
| Goldman Sachs Group Inc | 10,306,564 | $13.6 億 | 0.26% | +3,021,654+41.5% | 加碼 |
| Morgan Stanley | 10,209,362 | $13.5 億 | 0.10% | −1,932,871−15.9% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 9,230,000 | $12.2 億 | 21.92% | −2,613,158−22.1% | 減碼 |
| Sanders Capital, LLC | 8,757,019 | $11.6 億 | 1.73% | −140,258−1.6% | 減碼 |
| Price T Rowe Associates Inc | 8,595,269 | $11.4 億 | 0.14% | +2,584,480+43.0% | 加碼 |
| UBS Asset Management Americas Inc | 8,557,495 | $11.3 億 | 0.29% | +3,947,460+85.6% | 加碼 |
| HSBC Holdings PLC | 8,272,211 | $10.9 億 | 0.73% | −2,078,665−20.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 8,132,447 | $10.8 億 | 0.82% | +546,281+7.2% | 加碼 |
| Bank of America Corp | 7,254,730 | $9.59 億 | 0.09% | +577,957+8.7% | 加碼 |
| Norges Bank | 7,015,681 | $9.28 億 | 0.13% | +110,634+1.6% | 加碼 |
| Bridgewater Associates, LP | 5,660,258 | $7.48 億 | 3.47% | +5,405,235+2,119.5% | 加碼 |
| Temasek Holdings (Private) Ltd | 5,510,348 | $7.29 億 | 2.95% | +1,045,789+23.4% | 加碼 |
| BlackRock, Inc. | 5,340,921 | $7.06 億 | 0.01% | +3,063,099+134.5% | 加碼 |
| Fisher Asset Management, LLC | 4,876,558 | $6.45 億 | 0.28% | −217,270−4.3% | 減碼 |
| FIL Ltd | 4,717,469 | $6.24 億 | 0.59% | −8,110,715−63.2% | 減碼 |
| UBS Group AG | 4,190,774 | $5.54 億 | 0.12% | −92,807−2.2% | 減碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 3,982,130 | $5.27 億 | 4.39% | −1,468,700−26.9% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 3,907,755 | $5.17 億 | 14.60% | −979,545−20.0% | 減碼 |
| Loomis Sayles & Co L P | 3,899,185 | $5.16 億 | 0.75% | −840,121−17.7% | 減碼 |
| Lazard Asset Management LLC | 3,842,581 | $5.08 億 | 0.78% | −512,829−11.8% | 減碼 |
| Coatue Management LLC大師Coatue | 3,801,703 | $5.03 億 | 2.22% | +3,608,975+1,872.6% | 加碼 |
| Invesco Ltd. | 3,513,012 | $4.65 億 | 0.09% | +1,259,718+55.9% | 加碼 |
| Artisan Partners Limited Partnership | 3,179,159 | $4.20 億 | 0.68% | +3,066,338+2,717.9% | 加碼 |
| Discerene Group LP | 2,967,087 | $3.92 億 | 41.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 2,932,874 | $3.88 億 | 0.21% | +820,687+38.9% | 加碼 |
| Citigroup Inc | 2,649,446 | $3.50 億 | 0.27% | −142,293−5.1% | 減碼 |
| RWWM, Inc. | 2,591,858 | $3.43 億 | 27.59% | −235,081−8.3% | 減碼 |
| AMF Pensionsforsakring AB | 2,475,115 | $3.27 億 | 2.42% | −102,349−4.0% | 減碼 |
| American Century Companies Inc | 2,293,085 | $3.03 億 | 0.19% | +785,494+52.1% | 加碼 |
| Macquarie Group Ltd | 2,274,279 | $3.01 億 | 0.37% | +7,305+0.3% | 加碼 |
| Trivest Advisors Ltd | 2,233,000 | $2.95 億 | 25.05% | +2,233,000 | 新進 |
| Polar Capital Holdings Plc | 2,143,441 | $2.83 億 | 1.75% | +2,143,441 | 新進 |
| Axiom Investors LLC | 2,094,150 | $2.77 億 | 2.66% | +2,094,150 | 新進 |
| Slate Path Capital LP | 2,036,000 | $2.69 億 | 4.86% | +569,900+38.9% | 加碼 |
| Royal Bank of Canada | 1,916,469 | $2.53 億 | 0.06% | −10,435−0.5% | 減碼 |
| North of South Capital LLP | 1,828,864 | $2.42 億 | 27.01% | −146,896−7.4% | 減碼 |
| Dimensional Fund Advisors LP | 1,790,973 | $2.37 億 | 0.06% | +49,488+2.8% | 加碼 |
| Man Group plc | 1,692,584 | $2.24 億 | 0.67% | −204,742−10.8% | 減碼 |
| Northern Trust Corp | 1,639,918 | $2.17 億 | 0.03% | +126,959+8.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,623,901 | $2.15 億 | 0.37% | −256,048−13.6% | 減碼 |
| Public Investment Fund | 1,610,654 | $2.13 億 | 1.09% | 00.0% | 不變 |
| Millennium Management LLC | 1,589,380 | $2.10 億 | 0.20% | +427,826+36.8% | 加碼 |
| Bamco Inc | 1,522,815 | $2.01 億 | 0.59% | +88,195+6.1% | 加碼 |
| Nuveen, LLC | 2,713,069 | $2.01 億 | 0.06% | +2,713,069 | 新進 |
| Wells Fargo & Company | 1,464,514 | $1.94 億 | 0.05% | +698,042+91.1% | 加碼 |
| Renaissance Technologies LLC | 1,429,336 | $1.89 億 | 0.29% | −1,566,304−52.3% | 減碼 |
| Martin Currie Ltd | 1,426,064 | $1.89 億 | 7.60% | −162,943−10.3% | 減碼 |
| Marshall Wace, LLP | 1,408,554 | $1.86 億 | 0.25% | +1,228,828+683.7% | 加碼 |
| Susquehanna International Group, LLP | 1,405,625 | $1.86 億 | 0.30% | −411,524−22.6% | 減碼 |
| Causeway Capital Management LLC | 1,356,010 | $1.79 億 | 3.75% | +404,842+42.6% | 加碼 |
| Neuberger Berman Group LLC | 1,323,947 | $1.75 億 | 0.15% | +212,555+19.1% | 加碼 |
| Nordea Investment Management AB | 1,289,148 | $1.68 億 | 0.18% | −16,578−1.3% | 減碼 |
| Eminence Capital, LP | 1,261,432 | $1.67 億 | 2.79% | −479,983−27.6% | 減碼 |
| Alphadyne Asset Management LP | 1,239,652 | $1.64 億 | 46.32% | +1,239,652 | 新進 |
| Ruffer LLP | 1,210,409 | $1.60 億 | 6.16% | −398,995−24.8% | 減碼 |
| Wellington Management Group LLP | 1,116,080 | $1.48 億 | 0.03% | −475,613−29.9% | 減碼 |
| Voloridge Investment Management, LLC | 1,112,345 | $1.47 億 | 0.54% | +242,816+27.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,006,282 | $1.33 億 | 0.28% | −6,147−0.6% | 減碼 |
| Polunin Capital Partners Ltd | 1,325,120 | $1.32 億 | 26.60% | +908,544+218.1% | 加碼 |
| Clear Street Derivatives LLC | 878,153 | $1.16 億 | 2.00% | +327,500+59.5% | 加碼 |
| Raymond James Financial Inc | 845,385 | $1.12 億 | 0.04% | +89,443+11.8% | 加碼 |
| Amundi | 838,838 | $1.08 億 | 0.04% | +192,780+29.8% | 加碼 |
| CapitalatWork S.A. | 809,928 | $1.07 億 | 3.47% | +27,894+3.6% | 加碼 |
| UG Investment Advisers Ltd. | 791,239 | $1.05 億 | 28.66% | 00.0% | 不變 |
| Bank of Montreal | 774,366 | $1.02 億 | 0.05% | −373,270−32.5% | 減碼 |
| Handelsbanken Fonder AB | 749,556 | $9,911 萬 | 0.41% | −73,348−8.9% | 減碼 |
| Jane Street Group, LLC | 730,325 | $9,657 萬 | 0.17% | −1,651,711−69.3% | 減碼 |
| Jennison Associates LLC | 726,695 | $9,609 萬 | 0.07% | +726,695 | 新進 |
| Balyasny Asset Management LLC | 724,353 | $9,578 萬 | 0.24% | +602,433+494.1% | 加碼 |
| AXA S.A. | 717,380 | $9,486 萬 | 0.31% | +206,819+40.5% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 708,200 | $9,365 萬 | 0.20% | +708,200 | 新進 |
| GMT Capital Corp | 691,000 | $9,137 萬 | 4.85% | −76,400−10.0% | 減碼 |
| Squarepoint Ops LLC | 673,676 | $8,908 萬 | 0.22% | −562,916−45.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 668,572 | $8,841 萬 | 0.10% | +297,244+80.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 668,122 | $8,835 萬 | 1.56% | −59,200−8.1% | 減碼 |
| HighTower Advisors, LLC | 654,096 | $8,649 萬 | 0.12% | −20,266−3.0% | 減碼 |
| State Street Corp | 639,494 | $8,456 萬 | 0.00% | −24,464−3.7% | 減碼 |
| SEI Investments Co | 630,647 | $8,339 萬 | 0.11% | +176,513+38.9% | 加碼 |
| Citadel Advisors LLC | 627,050 | $8,291 萬 | 0.08% | +82,533+15.2% | 加碼 |
| Qube Research & Technologies Ltd | 624,543 | $8,258 萬 | 0.13% | −2,407,576−79.4% | 減碼 |
| RWC Asset Advisors (US) LLC | 615,165 | $8,134 萬 | 14.82% | +530+0.1% | 加碼 |
| DJE Kapital AG | 620,210 | $8,072 萬 | 2.39% | +332,066+115.2% | 加碼 |
| Maple Rock Capital Partners Inc. | 603,315 | $7,978 萬 | 5.82% | −167,985−21.8% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 601,142 | $7,949 萬 | 2.46% | +601,142 | 新進 |
| Ameriprise Financial Inc | 579,704 | $7,665 萬 | 0.02% | +108,052+22.9% | 加碼 |
| Gladstone Capital Management LLP | 572,542 | $7,571 萬 | 7.80% | +571,542+57,154.2% | 加碼 |
| Capital World Investors | 566,741 | $7,494 萬 | 0.01% | +6,890+1.2% | 加碼 |
| LPL Financial LLC | 562,817 | $7,442 萬 | 0.03% | +56,056+11.1% | 加碼 |
| Deutsche Bank AG | 562,678 | $7,440 萬 | 0.03% | +145,389+34.8% | 加碼 |
| Carrhae Capital LLP | 558,973 | $7,391 萬 | 8.59% | +558,973 | 新進 |
| Brandes Investment Partners, LP | 553,653 | $7,321 萬 | 0.74% | −107,608−16.3% | 減碼 |
| Lord, Abbett & Co. LLC | 551,877 | $7,298 萬 | 0.26% | +551,877 | 新進 |
| Russell Investments Group, Ltd. | 545,158 | $7,209 萬 | 0.10% | −57,623−9.6% | 減碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 540,370 | $7,145 萬 | 1.44% | +540,370 | 新進 |
| Alliancebernstein L.P. | 537,371 | $7,106 萬 | 0.03% | −602,915−52.9% | 減碼 |
| Patient Capital Management, LLC | 534,089 | $7,062 萬 | 3.63% | −155,623−22.6% | 減碼 |